929 results found
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Reverting documents
On a couple of occasions, I have accidentally reverted an application from application draft to LOI draft. Unfortunately, this erases all entries that were made to the application. I would like to see if this can be altered to allow all information that is entered in application draft to be retained. Otherwise, the applicant must re-enter all information and upload associated documentation again. I understand this is my mistake, but this is not a user friendly feature. Thank you.
1 vote -
cherie.good@dawnfoods.com
We have expanded to use this application to our Europe locations. As of right now, the Amount Requested is hard coded to ONLY dollars. Is there any interest in expanding this to other currencies?
1 vote -
Indicator of which follow up you're viewing under a request
It would be helpful when reviewing follow ups under a request to be able to tell which follow up you're currently viewing. We have to toggle between follow up sometimes during our review process, and the questions within the forms are mostly the same, the follow ups are tagged for the year it is to be submitted, though as you toggle back and forth it's hard to identify under which follow up you're under to provide approval/recommendations.
7 votes -
Differentiate between applicant-abandoned and administrator-abandoned applications
I would like to see the ability to run a report that differentiates between applications that are applicant-abandoned vs. admin-abandoned. Use case: We had to close several opportunities after they opened. Students who had already applied (or had applications in-progress) were notified, and their applications were abandoned (admin-abandoned). In some cases, a student had abandoned an application prior, and it would be helpful for a report to show whether the abandon was initiated by the applicant or by an admin.
76 votes -
Star Grant Reports for Sharing
I would love a way to flag or star specific grant reports with high-quality content/photos for sharing out. We are working on sharing more of our grantee success stories and it would be great to save specific reports we want to share later on, potentially with the ability to create a report of these follow ups so we can find them easily.
1 vote -
follow up views
Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.
14 votes -
GLM Linkage to QuickBooks for Grantee Organizations
There needs to be a way to link GLM Organizations to QB Online or Desktop via Other rather than Vendor. Vendor linkage is fine for true vendors who have provided a good or service, but the IRS requires that grantors receive no goods or services from their grantees. This is a legal definition. Thus, you are mixing two distinct groups whom a grantor pays.
1 vote -
Evaluator view grid
I heard from an Evaluator who was frustrated with the view of a grid/table on his evaluator view. As he was working in the side-by-side (evaluator/application) view, he coudln't see any of the content of the (in this case) Student Activities grid. There was content in boxes that he wanted to see but the dropdown carrot took up most of the space and he couldn't read the student replies.
Getting rid of the carrots would probably help but just in general, some way to better view the contents of a grid format answer would be wonderful.
Also - this same…3 votesWe plan to do research on reviewer needs in Q2/Q3 of 2024 we will follow up on this idea lab item with specific question, or to step up discovery conversations.
-sammie
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Make Advance Option tab always visible for Applicant Visibility changes
Ability to view the "Advanced Options" tab at any stages in SLM. Currently only when there are no follow ups assigned can you make changes to the visibility of the request which has been an issue for us.
1 vote -
SLM: customize Evaluator dashboard view by Process
We have a scholarship with a 2-step evaluation process. It would be great if we could customize the dashboard view of Evaluators to show not just the score, but Evaluator responses to one of the custom questions. Our committee is sophisticated enough that they are comfortable changing the sort order on the available columns, and adding an additional column to show an additional assessment question would provide them with more flexibility.
3 votes -
Change Check # to Payment # in Installments
Since COVID, most foundations have moved away from paper checks to ACH payments. It would be helpful to change the name of the field in Installments/Make a Payment from Check Number to Payment Number.
8 votes -
Allow Grant Managers to add/remove users to Multiple Organizations
With the new feature of Adding and Removing Applicants to Multiple Organizations, the grant managers need to be able to have this feature, too!! PLEASE PLEASE PLEASE
1 vote -
Hide Score Column on the Evaluator Dashboard
We definitely need the ability to add at least three custom columns - 2 is just too few. But while we are limited in the number of columns we can add, it is heartbreaking to have a precious Evaluator column wasted on a system column we don't use. Additionally, because this particular column is there we can't use the Scoring question type, because it will populate this columns with numbers that won't mean anything to our Evaluators and will confuse them. We rank on a 1 through 4 scale with 1 the highest and 4 the lowest - only the…
1 vote -
We are part of a Regional Association of Grant Makers. Most of us use Foundant. one master login would be ideal.
One master login and password for any applicant. We are part of a RAG. Most use Foundant. It would be great if the applicants could log in once to get to all grant makers. One more step to a single application.
1 vote -
Printing application & Returning to saved application
From one of our grantees:
When saving application DRAFTS, it would be easier and save us time if the application returned to the question that we were last writing rather than to a separate page where we then need to return to the top of the application page and find the question where we left off.
Also, if we could print the DRAFT applications directly, rather than downloading a PDF first, that would again be a timesaver.
1 vote -
Customize Project Name Field
I would love to be able to edit the "Project Name" Field for our evaluators. Right now I change the "Project Name" within the application, but for our evaluators, the bar still reads "Project Name"
4 votes -
Adding Hyperlink Capability for Applicants
Several applicants have asked how to add hyperlinks to their applications. Please allow hyperlinks on future applications. There is often a character or word count limit for open calls (due to the high submission numbers) and hyperlinks are an invaluable tool for applicants.
6 votesAre you looking for this to be allowed in a text area responses or a separate area for links?
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copy previous answers
We are currently use processes for each scholarship we hold at our Foundation. We have a scholarship advisory committee for each scholarship. We have some people who serve on multiple scholarship committees, so they do end up evaluating the same applicant for multiple scholarships. We are recommending that evaluators have the ability to copy previous scores/comments from one evaluation to another for the same applicant. For example, if they are evaluating on their GPA and academic performance, that won't change from application to application. They are requesting to copy the scores and comments as a previous answer to another evaluation…
3 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
10 votes -
Remove evaluator
We need functionality to remove an evaluator from a panel after that evaluator (or other evaluators) have begun scoring. Presently, the only way to do this is to revert the application, which removes the work of other evaluators.
We have encountered 2 situations this year where an evaluator discovered a conflict of interest after they started scoring. We need to remove them or at least remove the scores from the applications they completed. RIght now that will be a manual process.
47 votes
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